Wu Ling: integration of resource innovation and development

Since 2003, national semiconductor lighting project to start, China's semiconductor lighting industry has entered a stage of rapid growth, epitaxy, chip, packaging enterprises blossom everywhere, LED products are widely used in landscape lighting, display, backlight, field, functional lighting products have entered the pilot phase...... Despite the impact of the financial crisis, the overall development of the industry in 2008 is lower than expected at the beginning, but from March this year, the rapid improvement of the industrial situation, corporate investment and capacity expansion accelerated, showing a trend of rising trend.

2009 industrial development than expected

In the upstream epitaxial chip, the rapid development of production capacity, technology continues to progress, began to enter the high-end applications, but there are still gaps in the level of technology. 2008 chip output growth of 26% to 1 billion 900 million yuan, compared with 43% in 2007, the growth rate decreased, from the fourth quarter of 2008 to the first quarter of 2009 sales fell by an average of 30%, chip prices continued to fall, and in early 2008 was 40% lower than the overall; in 2008, MOCVD reached 135 units, domestic GaN chip monthly production capacity reached 1400kk. 2009 equipment plans to increase more than 100 units, is expected to chip production growth rate of over 60%. At present, the level of domestic power type chip industry has reached 90-100lm/W, the technology with independent intellectual property rights, Si chip on the luminous efficiency of 70lm/W; chip localization rate reached 49%, to enter the high-end applications, domestic chip display areas accounted for more than 50%; while the chip technology has made rapid progress, but still lower than the international advanced level. High power chip is still dependent on imports of 80%.

Midstream packaging product structure has improved significantly, but the size of the enterprise is generally small, has not yet entered the mainstream areas such as large-size backlight. 2008, LED packaging output reached 18 billion 500 million yuan, an increase of more than in 2007 of 10%. Gradually improve the product structure, highlighting the proportion of products reached 76% (Sales); small varieties and quantities (such as lamp, landscape lamp and other special needs) LED packaging production capability; some enterprises synchronous high power package level and the international first-class level. However, the current domestic packaging enterprises more than 1 thousand, the annual sales of billions of dollars of enterprises is only a few dozen, less than 10 million yuan of investment in enterprises, small scale, export-oriented processing, a single product structure 80%.

Downstream applications flourish, the world's leading production capacity, technology has improved significantly, but has not yet formed a leading enterprise. 2008 China LED application market size of 45 billion yuan, an increase of more than in 2007 of 50%. The application field is booming, and the application of the display screen and functional lighting is at the forefront of the world. Display and building lighting share accounts for 66.6% of the total application market. Application of the territory of the rapid development of lighting, nearly 200 thousand street lamps have been used in the main trunk road. Large enterprises began to pay attention to the traditional lighting LED lighting; more than and 10 domestic enterprises have become the international well-known brand products manufacturing enterprises (ODM), product design, production technology level in the world, but the independent brand operation and marketing system is not perfect, the lack of brand enterprise with global influence.

The pattern of development is gradually changing, capital accelerated into the LED industry. 2009, 21 cities were classified as "the city of ten" pilot cities. 2009 1-9 months, the country has 12 cities announced the construction of semiconductor lighting industry base. Local governments actively involved in the construction of more and more regional semiconductor lighting industry base, 3-5 will form a new industrial structure.

Semiconductor lighting from the initial private capital into venture capital, and then to large state-owned listed companies involved in the total investment of tens of billions of dollars. In the first half of 2009, all over the country have launched the LED project, the total investment budget of more than 20 billion yuan; the huge amount of equipment in the upper reaches of the capital to show concern for the LED industry and promote. By the end of 2008, China's LED private and joint ventures accounted for 80% of the total.

From the above and from the beginning of 2008 to July 2009 statistics, the overall development of China's semiconductor lighting industry in 2009 than expected in early 2009.

Despite the rapid development of China's LED industry, but still faces many challenges, including the lack of core patents and talent is an important problem restricting the development of China's LED industry. As of July 2009, China's semiconductor lighting industry employs more than 800 thousand people. Expected 2010-2012 new talent demand will reach 600 thousand, the gap is very large. There are four outstanding problems in the field of human resources, such as the shortage of qualified personnel, the lack of high-end core technical personnel, the lack of vocational training system, and the high flow rate of personnel who have mastered certain technology.

Coexistence of opportunities and challenges

Semiconductor lighting as a revolutionary technology, is currently facing a great opportunity for development.

First, the government's attention and support for the rapid development of semiconductor lighting industry provides protection. In recent years, the government is very concerned about energy conservation and emission reduction, and the development of the relevant reduction targets and industrial policies. During 11th Five-Year, China's unit GDP energy consumption will be reduced by 20%, by 2020, the unit GDP energy consumption decreased by 40% compared to 2005 to 60%. As an important measure of energy saving and emission reduction, the semiconductor lighting industry has attracted the attention of the government. October 12, 2009, the national development and Reform Commission and other 6 departments jointly announced the development of semiconductor lighting industry views, introduced a number of measures, efforts to nurture this emerging strategic industries. In addition, the "ten city lights" in the pilot project also continue to carry out, fully demonstrated the government attaches great importance to energy-saving emission reduction and the development of strategic emerging industries, which will provide policy support for the development of semiconductor lighting industry Chinese